+4,679.4%
WMB vs KEY
+987.2%
+3,692.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.7% | -2.6% | -4.4% |
| 7D | -14.2% | -2.5% | -11.7% | -13.5% |
| 30D | -11.2% | +4.1% | -15.3% | -12.5% |
| 3M | -9.9% | -8.4% | -1.5% | -7.4% |
| 6M | -14.4% | -2.3% | -12.1% | -14.1% |
| YTD | +9.2% | +4.6% | +4.7% | +6.7% |
| 1Y | +15.1% | +24.6% | -9.5% | +6.0% |
| 3Y | +99.2% | +112.8% | -13.6% | +48.4% |
| 5Y | +180.2% | +12.9% | +167.3% | +141.9% |
| 10Y | +273.7% | +126.7% | +147.1% | +143.0% |
| All | +4,679.4% | +987.2% | +3,692.1% | +1,592.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling